CG: Does BJ’s Have What It Takes to Compete With Costco?

Industry Focus

The Motley Fool

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4.6 • 854 Ratings

🗓️ 24 July 2018

⏱️ 30 minutes

🔗️ Recording | iTunes | RSS

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Summary

BJ’s Wholesale Club is up 50% from its June IPO, with investors encouraged by improving growth and profitability trends. But BJ’s large rival sets a high bar for the industry. We also look at Calavo Growers, which has delivered incredible long-term returns thanks to its main staple - avocados. Stocks: CVGW, BJ, COST

Transcript

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0:00.0	Support for industry focus comes from our friends at Rocket Mortgage by Quicken Loans.
0:04.0	We're excited to introduce their all new Rate Shield Approval.
0:07.0	If you're in the market to buy a home, Rate Shield Approval is a real game changer and here's why.
0:11.0	First, Quicken Loans will lock your rate for up to 90 days while you shop. But
0:15.1	here's the crucial part. If rates go up, your rate stays the same. But if rates go down, your
0:20.0	rate also drops. either way you win.
0:22.5	It's the kind of thinking you'd expect
0:24.0	from America's largest mortgage lender.
0:26.6	To get started, go to rocket mortgage.com
0:28.6	slash fool.
0:29.3	Welcome to Industry Focus to podcast it dives into a different sector of the stock market every day.
0:36.0	I'm your host Vincent Chen. It's Tuesday, July 24th.
0:39.0	For this episode, we'll be turning our attention to two companies that are completely new to the show and
0:44.9	joining me today via Skype to discuss them is senior monthly fool contributor Osce Sharma.
0:50.0	Hey Osce, great to have you with us.
0:51.0	Hey Vince, thanks. Great to be here as always and hello
0:54.5	losers. Have you been able to stay dry recently because the rain has
0:59.1	been constant here and I was looking at the 10 day forecast for around full HQ and there are storms pretty much expected every single day in the 10 day forecast.
1:09.0	What's it like that in Raleigh?
1:11.0	So in Raleigh, it's overcast. It looks like a pool party that our swim team is supposed to have is going to get rained out.
1:18.0	I will say that I just picked up to, or dropped off sorry, two of my kids at camp in just outside Philadelphia and we were literally running from those
1:27.7	storms on the way back. This was Sunday. It was like a heart, I had my foot on the gas and dark clouds behind,
	...

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